NiCE NASDAQ: NICE reported third-quarter revenue and adjusted earnings above the high end of its guidance, while management said it is taking steps to improve cloud growth and streamline operations through a workforce reduction of about 5%.

NICE Ltd. is transitioning from a high-growth cloud migration phase to a more normalized trajectory, with revenue growth stabilizing at 9.5% in recent quarters.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has normalized to 9.5% in 2026Q2, while operating margin has compressed significantly from 22.4% in 2025Q4 to 13.8% in 2026Q2, indicating SG&A expenses are outpacing gross profit growth.
NICE delivers AI-powered cloud platforms for Customer Engagement and Financial Crime and Compliance, positioning it as a leader in these high-growth sectors.
NICE has a fortress balance sheet with zero debt, providing financial stability and flexibility for future growth.
Stock analysis reveals a 79% base-case upside from $103, indicating strong growth potential for investors.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $2.84+2.2% vs $2.78 | $791M+0.6% vs $786M |
Q3 2026 Aug 5, 2026 | $2.70+2.7% vs $2.63 | $782M+2.1% vs $766M |
Q2 2026 May 6, 2026 | $2.64+4.8% vs $2.52 | $769M+1.0% vs $761M |
Q1 2026 Feb 19, 2026 | $3.24+0.9% vs $3.21 | $786M+0.8% vs $780M |
NiCE NASDAQ: NICE reported third-quarter revenue and adjusted earnings above the high end of its guidance, while management said it is taking steps to improve cloud growth and streamline operations through a workforce reduction of about 5%.

NICE Ltd. (NICE) Q3 2026 Earnings Call Transcript

Although the revenue and EPS for Nice (NICE) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
-- Expanded guidance based on additional evidence demonstrating the benefits of IMCIVREE in adults living with Bardet-Biedl syndrome -- BOSTON, Nov. 04, 2026 (GLOBE NEWSWIRE) -- Rhythm Pharmaceuticals, Inc. (Nasdaq: RYTM), a global commercial-stage biopharmaceutical company focused on transforming the lives of patients living with rare neuroendocrine diseases, today announced that the National Institute for Health and Care Excellence (NICE) has issued a positive guidance for IMCIVREE® (setmelanotide) to include adults living with genetically confirmed Bardet-Biedl syndrome (BBS).
Benchmark NICE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for NICE Ltd. (NICE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $96.15 | $5.63B | 15.16 | 7.68% | 12.01% | 9.91% | — | |
| $28.12 | $2.15B | 38.80 | 10.28% | 4.51% | 6.92% | — | |
| $11.76 | $245.63M | 13.30 | 1.49% | 13.88% | 13.12% | 11% | |
| $202.02 | $30.66B | 25.68 | 13.66% | 21.82% | 15.08% | — | |
| $1.38 | $67.15M | -0.32 | -3.2% | -10.23% | -142.49% | — | |
| $213.65 | $174.98B | 18.15 | 9.58% | 21.99% | 20.15% | 0.78% |
NICE Ltd. (NICE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Get notified when NICE posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
NICE Ltd. (NICE) stock FAQ — growth, dividends, profitability & financials explained
NICE Ltd. (NICE) reported $3.13B in revenue over the trailing twelve months. Revenue was $2.95B in fiscal year 2025. That is 13926% more than the $21.0M of fiscal year 1995.
NICE Ltd. (NICE) grew revenue by 8.8% over the trailing twelve months, compared with the twelve months before.
Yes. NICE Ltd. (NICE) earned $376.2M in net income over the trailing twelve months (a 12.0% net margin).
NICE Ltd. (NICE) had a return on equity (ROE) of 9.9% over the trailing twelve months. That is below the market's typical 10-15%.
NICE Ltd. (NICE) generated $531.8M in free cash flow over the trailing twelve months.